Cory is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Chartered Life Underwriter® (CLU®), and the founder of San Diego Wealth. Since 1996, Cory has been guiding individuals and businesses in aligning their life purpose with their personal and financial aspirations.
Holding a Bachelor's degree from the University of San Diego and a Master's in Business Administration with a specialization in Financial & Tax Planning from San Diego State University, he is also a licensed Real Estate Broker.
In his leisure time, Cory finds joy in mountain biking, camping, racing, and working on his property, all while cherishing adventures with his son Cole.